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Jonathan A. Shapiro

KOVITZ INVESTMENT GROUP PARTNERS
Deerfield, IL 60015
Some features on this profile are disabled
CRD#: 2862317
JS

Professional summary

Jonathan A Shapiro, who also goes by Jonathan Ari Shapiro, is a registered financial advisor currently at KOVITZ INVESTMENT GROUP PARTNERS, LLC located in Deerfield, Illinois.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jonathan has worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 27 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jonathan Ari Shapiro

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Chicago Capital Partners Management, LLC - 115 S. LaSalle St. 27th Floor, Chicago, IL, Exempt reporting adviser, acting as adviser solely with respect to private equity funds, Vice President, Jan. 2016, 1 hour per month total and during trading hours. Kovitz Investment Group Partners. Chicago, IL. Research/portfolio management. Position: Principal, founder, co-chief investment officer and a PM for the equity investment team. 200 hours/month. 0 hours/month trading. Start 10/2003.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan A Shapiro's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 4, 2016 - Present

KOVITZ INVESTMENT GROUP PARTNERS, LLC

Office #1: 740 Waukegan Road Suite 205, Deerfield, IL 60015
RIA
CRD#: 282241
Deerfield, IL
Past

January 4, 2021 - March 16, 2021

FORESIDE FINANCIAL SERVICES, LLC

BD
CRD#: 148477
Chicago, IL
Past

January 4, 2016 - December 31, 2024

KOVITZ INVESTMENT GROUP PARTNERS, LLC

RIA
CRD#: 282241
CHICAGO, IL
Past

May 28, 2004 - November 13, 2020

KOVITZ SECURITIES, LLC

BD
CRD#: 129878
CHICAGO, IL
Past

September 17, 2003 - December 31, 2015

KOVITZ INVESTMENT GROUP, LLC

RIA
CRD#: 127880
CHICAGO, IL
Past

July 8, 1999 - October 1, 2004

ROTHSCHILD INVESTMENT LLC

BD
CRD#: 728
CHICAGO, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KOVITZ INVESTMENT GROUP PARTNERS, LLC
KOVITZ INVESTMENT GROUP PARTNERS, LLC
FIRST HOUSTON CAPITAL | WEATHERSTONE CAPITAL MANAGEMENT | TRANSFORM WEALTH | TMD WEALTH MANAGEMENT | TELEMUS CAPITAL | STRATEGIC WEALTH PARTNERS | RELATIVE VALUE PARTNERS | NORTHCOAST ASSET MANGEMENT | KOVITZ INVESTMENT GROUP PARTNERS, LLC | KOVITZ | IFAM CAPITAL | FORT PITT CAPITAL GROUP

CRD#: 282241 / SEC#: 801-107054

RIA
Registered Investment Advisory firm - (12/24/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Illinois
(1/4/2016)

Exams

State Security Law Exam
RR
Series 63
Date: 3/18/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/7/1999
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 27
Date: 7/26/2004
Financial and Operations Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 1/12/2004
General Securities Principal Examination

Current Firm

KOVITZ INVESTMENT GROUP PARTNERS, LLC
KOVITZ INVESTMENT GROUP PARTNERS, LLC
FIRST HOUSTON CAPITAL | WEATHERSTONE CAPITAL MANAGEMENT | TRANSFORM WEALTH | TMD WEALTH MANAGEMENT | TELEMUS CAPITAL | STRATEGIC WEALTH PARTNERS | RELATIVE VALUE PARTNERS | NORTHCOAST ASSET MANGEMENT | KOVITZ INVESTMENT GROUP PARTNERS, LLC | KOVITZ | IFAM CAPITAL | FORT PITT CAPITAL GROUP

CRD#: 282241 / SEC#: 801-107054

RIA
Registered Investment Advisory firm - (12/24/2015 Approved)
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Contact information

Main Address
10 S Wacker Drive Suite 2600, Chicago, IL 60606
Mailing Address
Phone number
(312) 334-7300
Established
Firm type
Fiscal year end
# of Employees
372

SEC notice filing (48 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KOVITZ FORM ADV PART 2A - AUGUST 2025 (11/10/2025)
KOVITZ_NORTHCOAST DBA FORM ADV PART 2A (11/10/2025)
KOVITZ WEATHERSTONE DBA DISCLOSURE BROCHURE (4/1/2025)

Regulatory assets under management

Total Number of Accounts38,915
AUM (Assets Under Management)$ 31,731,798,984

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/23/2025
Cover Page
Report
08/15/2024
Cover Page
Report
07/19/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

KOVITZ INVESTMENT GROUP PARTNERS, LLC

KOVITZ INVESTMENT GROUP PARTNERS, LLC

CRD#: 282241Deerfield, IL 60015

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